Financial Representative

As a Financial Representative at Ashford Advisors, you will define your career and level of success by being your own boss with flexible hours and the ability to control your income. You’ll join a team of professionals in a company recognized by GAMA International as a Top 250 Financial firm. Best of all, you’ll be building a business for yourself, but not by yourself. Ashford associates help entrepreneurs like you develop a career path that is as individual as you are. The training and support we provide is customized to help develop your individual strengths and unique abilities and allows you to build your business your own way. With over 20 offices in 8 southern states, Ashford Advisors, a General Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY is looking for entrepreneurs to join our firm based in Atlanta, GA. Therefore, if you are a person who desires to be an intrinsic part in helping clients develop a strategy to reach financial security, then you’re a great fit for Ashford Advisors.

Here’s what we offer to position you for success:

Industry-leading technology and support
Exceptional sales training
In-house marketing
Team-Ashford support / Mentoring
A comprehensive benefits package including 401(k), health, dental and vision

Job Description:

(FR) Financial Representatives - assists clients - individuals, families, and small businesses – in protecting their assets today while planning for their future. This includes:

Developing and maintaining a client base:
Maintain communication with clients so you are mutually clear on goals
Implement cutting edge financial strategies to grow and develop long lasting, value-based client relationships
Work with clients to create customized plans and provide sound financial recommendations to help achieve financial confidence for clients
Possess the capability to move clients to take action and implement recommendations
Offer guidance and education to clients related to financial products and services
Act as an advocate for your clients; commitment to enhance, enrich and serve client base.
Working closely with the marketing team:
to build a professional brand
network with intention
develop/master prospecting
Professional Growth:
Training – Commitment to engage in a career long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions.
Expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets.
Learn necessary selling skills practices, Develop, and improve subject matter expertise and sales skills
Education and Experience:
Have or will obtain the SIE, Series 7, and Series 63/65 or Series 66, as well as State Life and Health Licenses
Willingness to obtain recognized industry professional designations as a commitment to excellence
Entrepreneurial minded with a strong work ethic
Desire to help others manage and achieve financial confidence
Highest level of integrity and ethics
Above average communication skills
Strong interpersonal and relationship building skills with a focus in identifying opportunities and developing strategies
Basic computer skills
Affinity for education and professional development
Goal oriented with a commitment to personal growth

For more information about this opportunity please submit a resume to Christina DiFonzo, christina.t.difonzo@ashfordadvisors.net. You will be contacted to schedule a phone interview to learn more about this opportunity and the requirements to be considered.

To learn more about Ashford Advisors visit us at www.ashfordadvisors.net.

Ashford Advisors is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. OSJ: 900 Ashwood Parkway, Suite 400, Atlanta, GA 30338 (770)-390-2600. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. Park Avenue Securities is a wholly owned subsidiary of Guardian. Ashford Advisors is not an affiliate or subsidiary of PAS or Guardian. Ashford Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. 2022-133401 exp. 02/24

Job Types: Contract, Full-time

Pay: $68,459.00 - $78,967.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee discount
Flexible schedule
Health insurance
Life insurance
Professional development assistance
Referral program
Retirement plan
Tuition reimbursement
Vision insurance

Physical Setting:

Office

Schedule:

Monday to Friday

Supplemental Pay:

Bonus pay
Commission pay

Experience:

Financial concepts: 1 year (Preferred)

License/Certification:

Securities Industry Essentials (Preferred)
Series 7 (Preferred)
Series 66 (Preferred)
Life & Health Insurance License (Preferred)

Work Location: Remote

Ashford Advisors jobs

Financial Representative